Original-Research: Deutz AG (von Quirin Privatbank Kapitalmarktgeschäft): Buy
|
Original-Research: Deutz AG - from Quirin Privatbank Kapitalmarktgeschäft
Classification of Quirin Privatbank Kapitalmarktgeschäft to Deutz AG
Acquisition of Sobek group to accelerate growth in defence unit DEZ acquired Sobek group, an established drive specialist with focus on high performance electric drive and hydraulic systems with current annual sales of EUR 25-30m, an EBITDA margin of >30% and a strong growth potential especially in the military industry with electrical drive components for UAV’s (drones). Sobek supplies critical components for the drone production of leading European UAV producers. The acquisition fits into the DEZ strategy to strengthen the Defence unit by further external investments. While current (FY25e) DEZ sales in the defence unit account for only around 2% of group sales the acquisition will quickly ramp up to a significantly higher proportion in upcoming years. The increasing importance of the fast-growing defence unit at DEZ including a rising margin level might lead to a higher valuation of the stock. We confirm our Buy Rec and raise our TP supported by the updated DCF model to EUR 11.00 EUR (prev. EUR 9.00). You can download the research here: DEUTZ_AG_20250903 For additional information visit our website: https://research.quirinprivatbank.de/ Contact for questions: Quirin Privatbank AG Institutionelles Research Schillerstraße 20 60313 Frankfurt am Main research@quirinprivatbank.de https://research.quirinprivatbank.de/
The EQS Distribution Services include Regulatory Announcements, Financial/Corporate News and Press Releases. |
||||||||||||||||||
2192756 03.09.2025 CET/CEST
Boersengefluester.de (BGFL) provides an overview of the key figures on sales, earnings, cash flow and dividends to help you better assess the fundamental development of the respective companies. All information is entered manually in our database - the source is the respective annual reports. All estimates for future figures are provided by BGFL.
| The most important financial data at a glance | ||||||||
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025e | ||
| Sales1 | 1.840,80 | 1.295,60 | 1.617,30 | 1.953,40 | 2.063,20 | 1.813,70 | 2.130,00 | |
| EBITDA1,2 | 175,50 | -0,20 | 123,10 | 176,20 | 180,00 | 135,40 | 183,00 | |
| EBITDA-Margin3 | 9,53 | -0,02 | 7,61 | 9,02 | 8,72 | 7,47 | 8,59 | |
| EBIT1,4 | 88,10 | -106,60 | 34,10 | 82,60 | 81,00 | 41,90 | 90,00 | |
| EBIT-Margin5 | 4,79 | -8,23 | 2,11 | 4,23 | 3,93 | 2,31 | 4,23 | |
| Net Profit (Loss)1 | 52,30 | -107,60 | 38,20 | 80,20 | 81,90 | 51,80 | 56,00 | |
| Net-Margin6 | 2,84 | -8,31 | 2,36 | 4,11 | 3,97 | 2,86 | 2,63 | |
| Cashflow1,7 | 115,60 | 44,90 | 93,30 | 57,70 | 138,80 | 101,70 | 80,00 | |
| Earnings per share8 | 0,43 | -0,89 | 0,32 | 0,66 | 0,66 | 0,39 | 0,42 | |
| Dividend per share8 | 0,00 | 0,00 | 0,15 | 0,15 | 0,17 | 0,17 | 0,18 | |
1 in Mio. Euro; 2 EBITDA = Earnings before interest, taxes, depreciation and amortisation; 3 EBITDA in relation to sales; 4 EBIT = Earnings before interest and taxes; 5 EBIT in relation to sales; 6 Net profit (-loss) in relation to sales; 7 Cashflow from operations; 8 in Euro; Source: boersengefluester.de
Auditor: BDO
All relevant valuation ratios, dates and other investor information on your share at a glance. Good to know: All data comes from boersengefluester.de and is updated daily. This means you are always up to date. You can get brief explanations of the key figures by moving the cursor or mouse over the relevant field.
| INVESTOR-INFORMATION | ||||||
| ©boersengefluester.de | ||||||
| Deutz | ||||||
| WKN | ISIN | Legal Type | Marketcap | IPO | Recommendation | Plus Code |
| 630500 | DE0006305006 | AG | 1.181,42 Mio € | 06.05.1905 | Kaufen | 9F29V3X8+XC |
| PE 2026e | PE 10Y-Ø | BGFL-Ratio | Shiller-PE | PB | PCF | KUV |
| 14,33 | 14,48 | 0,99 | 20,86 | 1,28 | 11,62 | 0,65 |
|
Dividend '2023 in € |
Dividend '2024 in € |
Dividend '2025e in € |
Div.-Yield '2025e in % |
| 0,17 | 0,17 | 0,18 | 2,27% |
| Annual General Meeting | Q1-figures | Q2-figures | Q3-figures | Annual press conference |
| 13.05.2026 | 07.05.2026 | 06.08.2026 | 06.11.2025 | 26.03.2026 |
| Distance 60-days-line | Distance 200-days-line | Performance YtD | Performance 52 weeks | IPO |
| -10,72% | +0,35% | +96,38% | +96,68% | +0,00% |
Founded in 2013 by Gereon Kruse, the financial portal boersengefluester.de is all about German shares - with a clear focus on second-line stocks. In addition to traditional editorial articles, the site stands out in particular thanks to a large number of self-developed analysis tools. All tools are based on a completely self-maintained database for more than 650 shares. As a result, boersengefluester.de produces Germany's largest profit and dividend forecast.
Contact
